Retirement Lifestyles Advisory Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rate is $250 per hour that will be billed in 30 minute increments, and a partial increment will be treated as a whole increment.”

Flat or project fee

Up to $5,000

“Clients will sign a one-time fee agreement and pay a one-time planning fee of between $0$5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Retirement Lifestyles Advisory Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients have a period of 5 business days from signing the fee agreement to cancel and will receive a full refund of the planning fee.”

How Retirement Lifestyles Advisory Group’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Redding that publish an hourly rate charge less.
• Its flat or project fee of up to $5,000 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 3 other planners in Redding that publish a flat or project fee charge less.

About Retirement Lifestyles Advisory Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

149

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$68,308,592

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154642

Website

rlaplan.com (opens in new tab)

Phone

(530) 319-5158

Other planners in Redding that publish fees

• Parallel Wealth ManagementRedding$450/hr, $3,500⁠-⁠$25,000
• Rubicon AdvisorsRedding$350/hr, $5,000
• Woven Capital, LLCRedding$250⁠-⁠$450/hr, $1,500⁠-⁠$12,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 7 planners in Redding